The Originator Connect Network presents Chicago Mortgage Originators Expo. The Chicago Mortgage Originators Expo will include a lineup of educational sessions, business opportunities and networking events curated specifically for the entrepreneurial men and women of the Chicago mortgage industry. Workshops and sessions will include detailing today’s reverse mortgage opportunities, producing profits with private lenders and much more.

The mortgage industry is going through a significant change. For mortgage origination professionals, it's a struggle to keep on top of all the changes, and to keep your sales strategies and marketing initiatives at their peak. You need to keep your pipeline filled, and you need the tools and directions to stay profitable, efficient, and effective. We've brought together the best in the business to create a top tier event specifically designed for mortgage origination pros.

The Originator Connect Network supports more than 120,000 mortgage pros across the nation. We’re proud to be bringing this show to you. And we're inviting you to be part of this important conference designed to make you a better mortgage originator.

Pre-Conference Event. Must pre-register.

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. This program is designed to show you the basics of setting up your business — from how to rent space, to what accounting programs are recommended — and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more.

Brokerage 101

Brokerage 101 focuses on the foundation for establishing your business, presented by experienced mentors. This course includes topics such as:

LO Compensation Basics

Choosing an accounting program and payroll provider

What is the right corporate form for you? (LLC vs. Corp.)

How to determine if your workers are employees or independent contractors.

Getting the Tech Advantage

We have a panel of technology providers to discuss innovative tech tools you can use to set your brokerage up for success, such as:

With home flipping in the U.S. at a 10-year high, there has never been a better time to expand your product offerings. Private lending offers lucrative options for fix & flip deals and other real estate investing scenarios that don’t fit traditional guidelines. In this session, you will learn how to:

Identify profitable solutions for some of your most commonly overlooked leads

Leverage fix & flip loans and other private lending products to make more money now

Best present yourself and your borrower to a private lender

​Interested in tapping into a wealth of new business? Don’t miss this break-out session.

Quicken Loans Main Stage

Session b

Finding Opportunity in Reverse

Presented by

Ralph Rosynek

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2019 continue to reflect the fastest growing homeowner demographic, as 10,000 or more Americans reach age 62, needing specific retirement planning and resource tools as components to a financial longevity strategy. Today’s Home Equity Conversion Mortgage will be one of those important components for many. Are you prepared to address the lending needs of olderAmericans with loan programs, product education, staffing and a marketing plan?Do you need to fast track this demographic to increase your potential growth and marketshare objectives? Let’s expedite the discussion and begin a pathway to this growing origination opportunity. Presented by Ralph Rosynek, SVP of Moneyhouse.

‍

Monarch Ballroom

9:30 am — 10:15 am

Concurrent Sessions

Session A

Harnessing Your Superpower

Presented by

Paul Yatooma

Discover how a 3-person brokerage firm grew, re-invented and went head-to-head with big banks to become America’s largest mortgage lender. Paul Yatooma, Vice President at Quicken Loans, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top brokers are doing to grow their business and how you can leverage your superpower. Bring your questions, because this is an interactive presentation.

Quicken Loans Main Stage

Session b

Presented by

10:15 — 11:30 am

Concurrent Sessions

Session A

Exhibit Hall Opens

Presented by

Break with exhibitors, exhibit hall opens.

Session b

Presented by

11:30 am — 12:15 pm

Concurrent Sessions

Session A

Get On The Non-QM Train Before It's Too Late

Presented by

Eric Morgenson

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200 billion, it’s imperative to get involved today. By offering non-agency/non-QM products, lenders can break into an untapped market, increase their reach and help millions of underserved American homebuyers find a mortgage that fits their needs – ultimately growing their business. Presented by Eric Morgenson, Account Executive at Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

What exactly is non-QM

Common misconceptions regarding non-QM

What programs are available to help challenging borrowers

How technology is helping make non-QM even easier to close

How to identify and reach potential non-QM borrowers

How to qualify and actively market to add volume

What to look for in a non-QM investor

Quicken Loans Main Stage

Session b

Build Your Business on Real Insights – What Investors Need

Presented by

Jason Haye

Are you a mortgage broker seeking to grow your business by offering financing for residential investment properties or small commercial buildings? If so, learn how to find and meet the needs of independent real estate investors and small business owners in this presentation based on a real-world research survey. You’ll learn:

Why it’s smart to shift your focus to serving real estate investors using commercial loans and how to underwrite their deals. If you’re like most originators, you may be wondering how you can stay afloat while refinances and overall originations continue to sink. The good news is you can make a shift that may not only keep your head above water, but help you make MORE money than you did in the retail market. Presented by James Webb of Visio Lending, objectives include learning:

How commercial loans can save you time and stress and make you more money

Why you should work with investor borrowers and how to find them

How to underwrite commercial loans for investor borrowers

Quicken Loans Main Stage

Session b

Lending From The Cloud

Presented by

Would you like to

Enjoy the freedom of originate, process and close a loan from the cloud – work anywhere on any device with an internet connection?

Focus on building valuable relationships with your clients instead of worrying about dealing with software installs and version upgrades?

Scale your team size and production volume effortlessly?

View all lenders’ pricing and eligibility with few clicks?

Transition to be a lender (non-delegated or fully delegated) seamlessly?

Collect a signature from borrower in real-time on any document without spending time to draw fields each time?

File your call report with one click?

Not to be locked out because someone else is in the file?

Not get stuck in the past or being disappointed by your tech vendor’s empty promises?

To future-proof your technology toolbox that evolves with the changing market?

Join this LendingPad LOS sponsored session to learn more!

‍

Monarch Ballroom

1:45 pm — 2:15 pm

Concurrent Sessions

Session A

Last Chance With Exhibitors

Presented by

Raffle prizes announced in the exhibit hall, last chance to visit exhibitors.

Exhibit Hall

Session b

Presented by

2:15 pm — 3:00 pm

Concurrent Sessions

Session A

Private Lending Trends To Watch In 2020

Presented by

Michael Ramin

The mortgage market is constantly changing and the rise of private money lenders has been a big contributing factor to that change. Private lenders are more commonplace than ever. How did we get here and how will the private lending landscape change in the future? As the head of business development for Sharestates since 2014, Mike Ramin has witnessed first hand how the private loan industry has evolved over the years. Join Mike Ramin, Director, Business Development at Sharestates. for an interactive Q&A on the issues impacting private lending’s future: regulation, timing, and investor demand

Session b

Presented by

3:00 pm — 4:00 pm

Concurrent Sessions

Session A

Open Bar Cocktail Reception

Presented by

Cap off the day and network with your peers and enjoy our open bar networking cocktail reception.

Exhibit Hall

Session b

Presented by

Thursday, December 17

8:00 am — 5:00 pm

8-Hour NMLS Renewal Course

Presented by

Optional — Must Pre-Register

Registration opens at 8 am, class beings promptly at 9 am. Anyone not already registered at 9 am will not be allowed to take the class. Partial credit cannot be offered.

Fulfill your complete 8 hour continuing education requirements for your NMLS license renewal! This is a separately-ticketed bonus offering. Make the most of your time this year by getting all your federally-required CE at the expo, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance.

Important Note: You must take the entire 8 hour class to qualify for credit. We cannot give partial credit.

IMPORTANT: In addition to pre-registration, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the expo and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.

Pre-Conference Event. Must pre-register.

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. This program is designed to show you the basics of setting up your business — from how to rent space, to what accounting programs are recommended — and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more.

Brokerage 101

Brokerage 101 focuses on the foundation for establishing your business, presented by experienced mentors. This course includes topics such as:

LO Compensation Basics

Choosing an accounting program and payroll provider

What is the right corporate form for you? (LLC vs. Corp.)

How to determine if your workers are employees or independent contractors.

Getting the Tech Advantage

We have a panel of technology providers to discuss innovative tech tools you can use to set your brokerage up for success, such as:

With home flipping in the U.S. at a 10-year high, there has never been a better time to expand your product offerings. Private lending offers lucrative options for fix & flip deals and other real estate investing scenarios that don’t fit traditional guidelines. In this session, you will learn how to:

Identify profitable solutions for some of your most commonly overlooked leads

Leverage fix & flip loans and other private lending products to make more money now

Best present yourself and your borrower to a private lender

​Interested in tapping into a wealth of new business? Don’t miss this break-out session.

Quicken Loans Main Stage

Presented by

Ralph Rosynek

Finding Opportunity in Reverse

Are you prepared for one of the fastest growing origination opportunities? Loan origination activities for 2019 continue to reflect the fastest growing homeowner demographic, as 10,000 or more Americans reach age 62, needing specific retirement planning and resource tools as components to a financial longevity strategy. Today’s Home Equity Conversion Mortgage will be one of those important components for many. Are you prepared to address the lending needs of olderAmericans with loan programs, product education, staffing and a marketing plan?Do you need to fast track this demographic to increase your potential growth and marketshare objectives? Let’s expedite the discussion and begin a pathway to this growing origination opportunity. Presented by Ralph Rosynek, SVP of Moneyhouse.

‍

Monarch Ballroom

9:30 am — 10:15 am

Concurrent Sessions

Presented by

Paul Yatooma

Harnessing Your Superpower

Discover how a 3-person brokerage firm grew, re-invented and went head-to-head with big banks to become America’s largest mortgage lender. Paul Yatooma, Vice President at Quicken Loans, shares philosophies that you can use to shape innovation, client service, marketing, technology and partnerships. Learn what top brokers are doing to grow their business and how you can leverage your superpower. Bring your questions, because this is an interactive presentation.

Quicken Loans Main Stage

Presented by

10:15 — 11:30 am

Concurrent Sessions

Presented by

Exhibit Hall Opens

Break with exhibitors, exhibit hall opens.

Presented by

11:30 am — 12:15 pm

Concurrent Sessions

Presented by

Eric Morgenson

Get On The Non-QM Train Before It's Too Late

Alternative lending is the fastest growing segment of the mortgage industry - come learn why. With a growth potential of upwards of $200 billion, it’s imperative to get involved today. By offering non-agency/non-QM products, lenders can break into an untapped market, increase their reach and help millions of underserved American homebuyers find a mortgage that fits their needs – ultimately growing their business. Presented by Eric Morgenson, Account Executive at Angel Oak Mortgage Solutions.

Learning Objectives include understanding:

What exactly is non-QM

Common misconceptions regarding non-QM

What programs are available to help challenging borrowers

How technology is helping make non-QM even easier to close

How to identify and reach potential non-QM borrowers

How to qualify and actively market to add volume

What to look for in a non-QM investor

Quicken Loans Main Stage

Presented by

Jason Haye

Build Your Business on Real Insights – What Investors Need

Are you a mortgage broker seeking to grow your business by offering financing for residential investment properties or small commercial buildings? If so, learn how to find and meet the needs of independent real estate investors and small business owners in this presentation based on a real-world research survey. You’ll learn:

Why it’s smart to shift your focus to serving real estate investors using commercial loans and how to underwrite their deals. If you’re like most originators, you may be wondering how you can stay afloat while refinances and overall originations continue to sink. The good news is you can make a shift that may not only keep your head above water, but help you make MORE money than you did in the retail market. Presented by James Webb of Visio Lending, objectives include learning:

How commercial loans can save you time and stress and make you more money

Why you should work with investor borrowers and how to find them

How to underwrite commercial loans for investor borrowers

Quicken Loans Main Stage

Presented by

Lending From The Cloud

Would you like to

Enjoy the freedom of originate, process and close a loan from the cloud – work anywhere on any device with an internet connection?

Focus on building valuable relationships with your clients instead of worrying about dealing with software installs and version upgrades?

Scale your team size and production volume effortlessly?

View all lenders’ pricing and eligibility with few clicks?

Transition to be a lender (non-delegated or fully delegated) seamlessly?

Collect a signature from borrower in real-time on any document without spending time to draw fields each time?

File your call report with one click?

Not to be locked out because someone else is in the file?

Not get stuck in the past or being disappointed by your tech vendor’s empty promises?

To future-proof your technology toolbox that evolves with the changing market?

Join this LendingPad LOS sponsored session to learn more!

‍

Monarch Ballroom

1:45 pm — 2:15 pm

Concurrent Sessions

Presented by

Last Chance With Exhibitors

Raffle prizes announced in the exhibit hall, last chance to visit exhibitors.

Exhibit Hall

Presented by

2:15 pm — 3:00 pm

Concurrent Sessions

Presented by

Michael Ramin

Private Lending Trends To Watch In 2020

The mortgage market is constantly changing and the rise of private money lenders has been a big contributing factor to that change. Private lenders are more commonplace than ever. How did we get here and how will the private lending landscape change in the future? As the head of business development for Sharestates since 2014, Mike Ramin has witnessed first hand how the private loan industry has evolved over the years. Join Mike Ramin, Director, Business Development at Sharestates. for an interactive Q&A on the issues impacting private lending’s future: regulation, timing, and investor demand

Presented by

3:00 pm — 4:00 pm

Concurrent Sessions

Presented by

Open Bar Cocktail Reception

Cap off the day and network with your peers and enjoy our open bar networking cocktail reception.

Registration opens at 8 am, class beings promptly at 9 am. Anyone not already registered at 9 am will not be allowed to take the class. Partial credit cannot be offered.

Fulfill your complete 8 hour continuing education requirements for your NMLS license renewal! This is a separately-ticketed bonus offering. Make the most of your time this year by getting all your federally-required CE at the expo, in addition to a conference full of networking, education, opportunities and prizes. Continuing Education course provided by Mortgage Educators & Compliance.

Important Note: You must take the entire 8 hour class to qualify for credit. We cannot give partial credit.

IMPORTANT: In addition to pre-registration, in order to qualify for admission to the free NMLS License Renewal Class, you must have attended the expo and had your Exhibit Hall passport marked by all exhibitors. Only one Exhibit Hall passport given per person.

* Please note that the Exhibit Hall and all expo activities take place on June 19 ONLY. The only scheduled event on June 20 is the 8-hour NMLS license renewal class, which you must preregister for. The Exhibit Hall will NOT be open.

Join us next year

00.00.2021

Thank you to everyone who came out to this years event! If you missed it, or if you would like to reserve your spot for next year, please register below. Mark your calendars now, and we'll be sure to keep you up to date on event info.